New Features Coming in SalesLogix 7.5 “Sahara” Release

SalesLogix v7.5 New Features


Comprehensive Web CRM


  • Customer Service/Support Enhancements: Create and manage Defects, Returns, Contracts, Assets via the Web

  • Create Sales Orders: Create new sales orders via the Web

Anytime, Anywhere Access to CRM data



  • Disconnected Web Client: Disconnect from the Internet and still continue working in Sage SalesLogix-without sacrificing usability

Efficient Lead Management Capabilities



  • Lead Import Wizard: Import leads, perform lead de-duplication, and distribute leads automatically-so hot leads get to teams fast!

List Management for Simplified Access to Information



  • Summary View: View a summary of vital information without having to drill down into the details

  • List improvements: Powerful data filters, the ability to create ad-hoc groups, and the ability to select multiple records at once-improve how you organize and use data

Platform and Administration Enhancements



  • Process Orchestration: Provides a single interface that unifies the means for creating, managing and implementing processes for Web and Windows clients. Single-step or multi-step/stage processes can be created for any entity in Sage SalesLogix.

  • Web Services: Enables you to access SalesLogix entities through a RESTful-based Web service.

  • Form Controls: Provides two new controls including sparkline and image controls.

Improved Customization Experience



  • Application Architect Enhancements: Includes the ability to launch model entity wizards from the Application Toolbar; the ability recognize which entities have been customized in the project explorer tree view; dockable data sources view; access to form control settings from new code snippet action; new portal creation wizard; workspace environment settings remembered for each project; and enhanced build output window.

Personalized Views of Information



  • Mashups: Provides a means to create, modify, publish, and display collaborative compositions of internal and external data aggregated together-providing rich user interfaces embedded anywhere within the Sage SalesLogix client.

  • Timeline Visualizations: Timelines can be created for any entity in Sage SalesLogix and embedded anywhere in the product. Out of the box, timelines appear in Accounts and Tickets-showing you a graphical representation of events over a period of time; for instance, in an Account detail tab, you can view all Activities, Notes/History, Opportunities, and Tickets related to that account so you can gain a deeper understanding of trends and interactions.

  • Welcome Page: Users can now customize the components that appear on the Welcome page that was introduced in Sage SalesLogix v7.2.2. New components have also been added including: My Recent Notes, Active Campaign Response Status, and My Closing Opportunities.

Usability Enhancements for Improved Productivity



  • Enhanced User Interface: Redesigned header and toolbar, new title bar added, and collapsible left nav area

  • Expanded Right-mouse Button Ability: Enables you to right-click in Tab areas and Lists

  • Multi-tab Expansion: Customize your workspace by adding as many middle panes as you need

  • Enhanced Drag and Drop Tabs: Visual indicators show you which tab you’re move and to where

  • Attachment Improvements: Attachments can be associated to meetings, phone calls, to-do items, e-mails, notes, and personal activities; captured e-mails are opened in an e-mail editor so they appear in their original form-including HTML links, images, etc.; and only one copy of an attachment that was sent to multiple contacts will be stored in Sage SalesLogix-conserving disk space

  • Redesign of Lookup: Lookup popups in Web Client have been redesigned with enhanced power and flexibility-providing a better user experience and improved search capabilities

This is, of course, all subject to change. Currently expected to go into beta in June/July timeframe.

ABOUT THE AUTHOR

Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

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